The employment report Friday morning turned out to be the catalyst that stopped the recent rotation.
I'm not convinced that all the stocks that have been pounded this week have bottomed.
When government data seems strange like this, it is more likely to be an artifact of sampling or some other one-off reason.
The market came within whiskers of a technical breakdown on Thursday, yet few people seem to know or care.
To get inflation fears, all we really need is a bunch of these subjects to hit the headlines.
The differences in approach between the two most basic strategies for how to grow an economy are as stark as the division they cause among economists.
We expect three themes to emerge from this week's FOMC meeting.
The administration's actions and plans aren't friendly to either investors or business operators.
Bitcoin, NFTs, ethereum or even the S&P are not what matters right now. They're simply a series of exciting developments that aren't putting people to work.
I think inflation is going to be a major theme to the economy and markets in the coming months and years.